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Smartleaf Asset Management’s Unilever UL Stock Holding History

Smartleaf Asset Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Buy
19,734
+3,455
+21% +$232K 0.04% 366
2025
Q4 		$1.07M Buy
16,279
+158
+1% +$10.6K 0.04% 363
2025
Q3 		$1.07M Buy
16,121
+3,686
+30% +$254K 0.07% 307
2025
Q2 		$852K Buy
12,435
+1,025
+9% +$71.9K 0.08% 282
2025
Q1 		$760K Buy
11,410
+899
+9% +$58K 0.07% 279
2024
Q4 		$671K Buy
10,511
+7,612
+263% +$514K 0.07% 279
2024
Q3 		$213K Buy
2,899
+2,088
+257% +$144K 0.03% 476
2024
Q2 		$50.5K Buy
811
+569
+235% +$33.6K 0.01% 738
2024
Q1 		$13.6K Buy
242
+44
+22% +$2.44K ﹤0.01% 928
2023
Q4 		$10.8K Buy
+198
New +$10.7K ﹤0.01% 758

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smartleaf Asset Management's UL Position: Q1 2026 in Review

Smartleaf Asset Management increased its Unilever (UL) stake by 21% in Q1 2026, buying an estimated $232K and bringing the position to 19,734 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #366.

Smartleaf Asset Management first reported a position in UL in Q4 2023 and has held it in 10 quarters since. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Smartleaf Asset Management held 19,734 shares of Unilever worth $1.18M as of Q1 2026.
  • Smartleaf Asset Management bought 3,455 Unilever shares in Q1 2026, an estimated $232K.
  • Unilever made up 0.04% of Smartleaf Asset Management's portfolio in Q1 2026, its #366 holding.
  • Smartleaf Asset Management first reported a position in Unilever in Q4 2023 and has held it in 10 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.